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Alerian MLP ETF

618 hedge funds and large institutions have $5B invested in Alerian MLP ETF in 2017 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 180 increasing their positions, 217 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 64

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.3M

18% more funds holding

Funds holding: 524618 (+94)

6% more capital invested

Capital invested by funds: $4.72B → $5B (+$287M)

0.44% more ownership

Funds ownership: 9.36%9.81% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

17% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 217

Holders
618
Holders Change
+94
Holders Change %
+17.94%
% of All Funds
14.02%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
162
Increased
180
Reduced
217
Closed
64
Calls
$114M
Puts
$59.3M
Net Calls
+$54.3M
Net Calls Change
+$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
576
Advantage Investment Management
Iowa
$16K +$16K +300 New
BC
577
Bartlett & Co
Ohio
$15K
CTB
578
Country Trust Bank
Illinois
$15K
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$15K +$4.23K +79 +40%
JFGIW
580
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K +$15.2K +284 New
RPG
581
Risk Paradigm Group
Texas
$13.1K
SNT
582
Security National Trust
West Virginia
$13K
FDCDDQ
583
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K
HIIFS
584
Harel Insurance Investments & Financial Services
Israel
$12K -$11.8K -220 Closed
AFNAS
585
American Financial Network Advisory Services
California
$12K
LWA
586
Lowe Wealth Advisors
Maryland
$12K
SAM
587
Shamrock Asset Management
Texas
$11K
WTB
588
Washington Trust Bank
Washington
$11K +$10.7K +200 New
TRCT
589
Tower Research Capital (TRC)
New York
$11K +$10.8K +201 New
EWM
590
Evercore Wealth Management
New York
$10K -$326K -6,090 -97%
MA
591
MCF Advisors
Kentucky
$10K -$4.55K -85 -32%
MIM
592
Macroview Investment Management
Maryland
$10K +$214 +4 +2%
SIS
593
Sound Income Strategies
Florida
$10K +$9.41K +176 New
TF
594
Tompkins Financial
New York
$9K
FMB
595
Field & Main Bank
Kentucky
$9K +$9.09K +170 New
FFW
596
Fusion Family Wealth
New York
$8K
GBBWRPM
597
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K +$1.34K +25 +25%
FRA
598
Front Row Advisors
California
$8K +$7.54K +141 New
BC
599
Barnett & Company
Tennessee
$7K
MWM
600
MinichMacGregor Wealth Management
New York
$7K

AMLP Hedge Fund Activity: Q4 2017 in Review

618 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2017, worth a combined $5B — up 6.1% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new AMLP positions and 64 closed out — a net gain of 98 holders — while 180 added to existing stakes and 217 trimmed.

The largest buyer was Northwestern Mutual Investment Management Company, opening a new position worth an estimated $126M. The largest seller was Bank of America, cutting an estimated $122M.

  • 618 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2017, up from 524 in Q3 2017.
  • Funds reported $5B of Alerian MLP ETF stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 162 funds opened new Alerian MLP ETF positions in Q4 2017 and 64 closed out, a net change of +98 holders.
  • The largest Alerian MLP ETF buyer in Q4 2017 was Northwestern Mutual Investment Management Company, an estimated $126M added.
  • The largest Alerian MLP ETF seller in Q4 2017 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2017.